Beacon Bridge Wealth Partners, LLC Financial Sector Spdr Transaction History
Beacon Bridge Wealth Partners, LLC
- $234 Billion
- Q1 2025
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 33,590 shares of XLF stock, worth $1.69 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
33,590
Previous 33,130
1.39%
Holding current value
$1.69 Million
Previous $1.6 Billion
4.49%
% of portfolio
0.71%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
2,108Shares Held
792MCall Options Held
180MPut Options Held
245M-
Jpmorgan Chase & CO New York, NY150MShares$7.54 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$4.81 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$2.86 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.16 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA22.6MShares$1.14 Billion0.26% of portfolio